Salesforce Essentials Reviews

Jisha Thomas h.Project Manager

5.0

It helps us manage and track all our customers in one place. We manage multiple contacts and track the client's stages together with the Client Pipeline. Email conversations such as renewal conversations, Minutes of Meetings, and any other conversations are tracked on the platform, and it's straightforward for the Account Managers to track the client's health. With the default fields, we have added many custom fields to track various attributes of the client, such as ARR, Churn risk, Upsell and Cross-sell, etc. Many vertical or horizontal reports can be extracted. Review collected by and hosted on G2.com.

Riya A.Enterprise(> 1000 emp.)

5.0

Sales force is best tool for salesteam to maintain their customer data. Reminder features is great. We are able to do customer segmentation. Which is priority which is not, everything is easily seen. Review collected by and hosted on G2.com.

Joy F.Small-Business(50 or fewer emp.)

5.0

Its capability to create reports effectively helps analyze the data; bulk information handling with maximum efficiency, the new UI is user-friendly and easy to grasp. Can integrate multiple platforms for real-time data fetching/monitoring Review collected by and hosted on G2.com.

Verified User in E-LearningSmall-Business(50 or fewer emp.)

0.0

It doesn't work very well. I have been having problems with Einstein Activity Capture since the very beginning. It gets fixed and a few days or a couple of weeks later and it doesn't work again. I have spent hours on Webex with support people. I have spent hours frustrated. I've had to hire a computer technician to come and make sure the problems weren't with my system. The problems I've been having with emails take days or even weeks to get resolved. It feels never-ending. Six months of challenges with the program and I am now dependent on it so reluctant to drop it and find something else. I still resort to using spreadsheets and Postit Notes to keep track of many things. Review collected by and hosted on G2.com.

Michael L.Founder & Creative Director/DP

1.0

Doesn't actually provide small business owners with a complete tool to keep track of sales from beginning to end. Review collected by and hosted on G2.com.

Verified User in International Trade and DevelopmentSmall-Business(50 or fewer emp.)

1.0

I was extremely disappointed that Salesforce completely failed to properly onboard us when we first signed up for a license. This has meant that we were left to guess at the best way to utilize Salesforce for our business. Furthermore, it has been very difficult to get in contact with Salesforce, and to get any satisfactory remedy for the initial failure of Salesforce to welcome us onboard. We would have jumped on the opportunity to engage with a customer left in the lurch in the way we were. Review collected by and hosted on G2.com.

Katelynn M.Fund-Raising

5.0

Overall this is a great product. As a grant manager I use this to record all of my interactions with funders and potential funders and it has been the easiest to use product that I have used over my decade of experience.

Hailey G.Health, Wellness and Fitness

5.0

No Comments

Emily F.Retail

5.0

No Comments

Elizabeth D.Financial Services

1.0

Bait and switch. Passing the buck. You get handed off to multiple "Teams". Almost every time...there is an additional charge for that "Teams" services. And then there is a recommendation of the implementation team for integration to make everything work that doubles the monthly cost of the platform. You have to pay part of the monthly cost up upfront to even get to the integration team. We are out $12,000 and never got to use the platform because it would not integrate with our Custodian, Fidelity. (We told them upfront -multiple times- who our custodian was and were not informed of this.) BEWARE!

DAVID T.Nonprofit Organization Management

1.0

Very disappointed.

Audrey M.Higher Education

2.0

No Comments

Melanie ZehrVP of Operations

10.0

We use SalesforceIQ to track our engagement with out customer base. We use it across parts, sales and service. It has helped us address communication within as multiple people deal with customer locations.
Tracking phone calls is extremely easy when using the app on the iphone. After a phone call is complete it prompts the user to enter in call details. SalesforceIQ also automatically logs emails for us. This has saved us time from entering in information manually. SalesforceIQ was easy to set up and allowed us customization for fields that were relevant to our business.

Verified UserRepresentative

9.0

It is a great CRM solution, used briefly by our Sales team. We were exploring alternatives to ZohoCRM.
CRM Managment Streamlining Sales Funnel Providing data sets and analytics

Verified UserRepresentative

9.0

It is a great CRM solution, used briefly by our Sales team. We were exploring alternatives to ZohoCRM.
Price point for smaller startups. Not budget friendly.

Melanie ZehrVP of Operations

10.0

We use SalesforceIQ to track our engagement with out customer base. We use it across parts, sales and service. It has helped us address communication within as multiple people deal with customer locations.
SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location. Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.

Verified Reviewer

5.0

Salesforce Essentials is generally well-regarded as a powerful and comprehensive platform for managing customer relationships, sales, and marketing automation. It offers a range of tools and features, and can be highly customizable to fit the specific needs of businesses of various sizes. That being said, as with any software, there can be a learning curve and potential downsides to consider, such as cost and configuration complexity. Overall, Salesforce Essentials is a valuable tool for businesses looking to streamline their operations and grow their customer base.

Kelly D.Client Services Manager

5.0

We use Salesforce in order to keep track of all leads, opportunites, converted clients at all steps of the sales funnel and store all contact information. If you want to reconnect with a lead that dried up 6 months ago, you have all the information and can do that as well as see where things were last left off with them. It is the ultimate sales database.

Naomi B.Owner

4.0

Extremely helpful and a semi-done for you type app! Baby start up companies I would probably steer them away, just so they don't get overwhelmed in debt and finances immediately; they might have a better chance of reaching that 'Fortune 500' status if they so desire!

Verified Reviewer

4.0

Salesforce is great because you can work to keep track of real-time user and purchase analytics, customer support, customer complaints, and a variety of other CRM functions with the ease of storage and access in the cloud.

Katelynn M.Grant Manager

5.0

Overall this is a great product. As a grant manager I use this to record all of my interactions with funders and potential funders and it has been the easiest to use product that I have used over my decade of experience.

Mayank K.Assistant Manager - Digital Marketing

5.0

We require a CRM solution to track our customer data and enable sales intelligence. This tool does that perfectly. Pipeline management is a key task in Real Estate and this tool helps to achieve that in a great way.

davidschwartz88

2.0

We paid so much money for this system. We tried to get out for years but we could never get complete set of our data unless we paid $25K! The system is nice but too expensive, the support is arrogant and the billing is crooked!

Nasch

2.0

If you are not a recession right now, this might be a thing for you. Just like Adobe or Microsoft this company also abuses its market position for manipulation. Could aswell pay oracle or SAP to waste money.

remcovanderpluijm

5.0

The No. 1 CRM tool and appstore with all the relevant business apps to integrate with Salesforce.